ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,394,333 | -2.9% | 139,929 | +1.4% | 5.20% | -1.4% |
| Q2 2023 | $8,641,802 | +0.3% | 138,004 | -0.8% | 5.28% | -6.6% |
| Q1 2023 | $8,620,024 | +10.0% | 139,145 | +2.7% | 5.66% | +1.4% |
| Q4 2022 | $7,838,796 | +5.0% | 135,432 | -7.7% | 5.58% | -6.8% |
| Q3 2022 | $7,469,000 | -7.2% | 146,678 | +3.9% | 5.98% | -4.7% |
| Q2 2022 | $8,052,000 | -11.8% | 141,196 | +2.9% | 6.28% | -2.2% |
| Q1 2022 | $9,133,000 | -2.4% | 137,177 | +4.0% | 6.42% | -0.2% |
| Q4 2021 | $9,355,000 | +8.5% | 131,866 | +8.6% | 6.44% | -1.3% |
| Q3 2021 | $8,621,000 | +3.5% | 121,424 | +6.8% | 6.52% | +0.2% |
| Q2 2021 | $8,330,000 | +10.5% | 113,646 | +6.0% | 6.51% | -0.4% |
| Q1 2021 | $7,536,000 | +58.1% | 107,221 | +51.1% | 6.54% | +50.9% |
| Q4 2020 | $4,768,000 | +43.4% | 70,965 | +16.4% | 4.33% | -6.4% |
| Q2 2020 | $3,324,000 | -15.0% | 60,971 | -26.7% | 4.63% | -9.6% |
| Q1 2020 | $3,910,000 | -38.1% | 83,181 | -18.5% | 5.12% | -19.2% |
| Q4 2019 | $6,315,000 | – | 102,018 | – | 6.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |